Financial Advice Forum

In the midst of economic volatility and significant geopolitical shifts, including a recent change in government, the 2024 FT Adviser Financial Advice Forum was a crucial event for financial advisers facing the challenge of recalibrating client goals and strategies. 

Key Themes We Discussed:

1. Bridging the advice gap and the evolution of Consumer Duty.

2. Navigating political and economic instability to better position client portfolios.

3. Integrating technology for enhanced operational efficiency and client experience.

4. Adjusting retirement advice for the next cohort of retirees. 

5. Effective strategies for personal branding and client acquisition.

6. Empowering women through tailored financial advice during life transitions.

The day was filled with insightful panels, interactive masterclasses, and networking opportunities, all designed to equip you with the tools to enhance your business and improve client outcomes amidst uncertain times.

Download our post-event report 

Get access to the official post-event report, find out our speaker line-up, who attended and key event information.

Who attended this year's summit?

View the companies that attended in 2024 by clicking below.

Access our adviser booklet

Access key insights from our esteemed speakers. Discover strategies for standing out in the advisory market, engaging younger generations to bridge the advice gap, and excelling in the field.

FT Adviser’s Top 100 Financial Advisers is based on Financial Clarity data, from ISS Market Intelligence. 

The annual rankings, which detail some of the best and fastest-growing advisory businesses from across the UK, provide a snapshot of the amazing work by advisers amid a turbulent few years.

We consider metrics such as the length of time a company has remained in business, or whether it has achieved CII chartered or CISI accredited status, as well as financial data, to indicate how firms are trying to do the right thing by their clients, no matter what external shocks might hit the UK.

This year's Top 100 list was revealed at the Financial Advice Forum, where we celebrated and awarded all ranked companies. If your company is listed, you can purchase your Top 100 logo, trophy, or certificate here.

UNDERSTAND

Hear from industry experts and key regulatory bodies as they share updates on latest regulatory reforms and discuss the key business challenges facing advisers in the years to come.

CONNECT

Networking with FT Adviser journalists, financial advice experts, life and pension professionals, and leading portfolio managers.

DISCOVER

Uncover new opportunities within the financial advice space, from more tax-efficient planning processes to advising the next generation of clients.

Delegates who participated in the accredited Financial Advice Forum earned up to 6 CPD hours towards the CII / Personal Finance Society member CPD scheme on the day. Attendees learnt new approaches to tackle the challenges faced by financial advisers today.

Attendees heard from experts about ways to develop soft skills to help advise clients, develop technical understanding of pension regulation, tax and investment planning, and discovered methods to succession-proof their businesses.

This event also helped attendees gain best-practice examples shared by industry peers, to help inform them on their own knowledge and enable them to share these learnings with their own colleagues.

FT Adviser is the award-winning source of news and opinion for the financial intermediary market covering investments, mortgages, pensions, insurance, regulation and other key issues. 

The strength of FT Adviser comes from dedicated up-to-the-minute news articles and in-depth commentary written by the FT Adviser team.

FT Adviser can trace its history back to 1988 after the Financial Services Act 1986 defined for the first time the role of the independent financial adviser.

Asset Allocator is a newsletter tailored to wealth managers, fund selectors and discretionary fund managers.

The service’s proprietary fund and asset allocation databases, compiled using information provided by the UK’s leading DFMs, give readers unique insights into the issues that drive investment decisions.

Speaking Opportunities

Audrey Cordelle
audrey.cordelle@ft.com

Sponsorship Opportunities 

General Enquiries

George Mills
george.mills@ft.com

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